OAKLX Mutual Fund

OAKLX Mutual Fund

NAV$110.15
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Returns Overview

1 Month
+8.98%
3 Months
+12.64%
6 Months
+10.38%
YTD
+9.64%
1 Year
+21.94%
3 Years (annualized)
+15.38%
5 Years (annualized)
+10.74%
10 Years (annualized)
+11.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OAKLX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.64%
Peer Avg (YTD)
+11.41%
vs Peers
-1.77%

OAKLX Mutual Fund Performance

OAKLX performance across multiple time periods: 1-month 8.98%, YTD 9.64%, 1-year 21.94%, 3-year 15.38%, 5-year 10.74%, 10-year 11.46%.

OAKLX returns trail the peer average of 11.41% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

OAKLX vs another fund shows side-by-side returns. OAKLX alternatives are available in the Mutual Fund Screener.